See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,799 | $77,419+58.6% | $69,455+76.8% | $152,861-19.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.4%+11.7pp |
| Annual return | 4.45% | 39.06%-34.6pp | 28.97%-24.5pp | 345.32%-340.9pp |
| Employer contribution / active EE | $5,034 | $3,315+51.8% | $2,779+81.1% | $4,762+5.7% |
| Participant deferral / active EE | $10,152 | $4,414+130.0% | $3,535+187.2% | $5,850+73.5% |
| Admin fee / account holder | $3,391 | $6,207-45.4% | $3,839-11.7% | $11,596-70.8% |